Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,564 | $169,336-92.0% | $129,384-89.5% | $145,884-90.7% |
| Participation rate | 10.0% | 76.5%-66.5pp | 69.6%-59.6pp | 80.3%-70.3pp |
| Annual return | 7.16% | 14408.70%-14401.5pp | 9461.77%-9454.6pp | 551.85%-544.7pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $663 | $4,985-86.7% | $4,166-84.1% | $6,690-90.1% |
| Admin fee / account holder | $162,313 | $9,912+1537.5% | $7,686+2011.9% | $13,392+1112.0% |